> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.digitalpurchaseorder.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Getting Started in DPO 2/2: Your First P.O., Invoice & Expense

After completing your basic setup, you're ready to start working in DPO. This guide walks you through creating your first **Purchase Order (P.O.)**, processing an **invoice**, creating an **Expense Topsheet**, and reviewing items that require your approval.

||| Note: The following steps provide a brief introduction to each workflow. For detailed instructions, follow the links to the corresponding articles.


###### [Create a new P.O.](https://help.digitalpurchaseorder.com/en/article/how-to-create-a-purchase-order-qqz4xe/)


Create a Purchase Order to record and approve a planned purchase.

1. Click **Create New P.O.**



![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_1rbpn3c.png =1061xauto)



2. Select the **department** and **supplier**, then click **Next**.



![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-05-27-at-13175_1oxkhv9.png =1005xauto)



3. Click **Add Item(s)**, enter the details, and confirm with **Add**. 
4. Review the items, then click **Create P.O.** to start the approval process.



![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-05-27-at-13191_lk7noe.png =1019xauto)



###### [Process Your First Invoice](https://help.digitalpurchaseorder.com/en/article/invoice-inbox-in-dpo-160jlf/)

Each DPO book has a dedicated **invoice email address**, which you can find under **Settings → Invoices**.
Forward invoices to this address to upload them to DPO.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_mci2a6.png =1139xauto)



New invoices appear in the **Invoice Inbox** and must first be validated before they are added to the Invoice Overview.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_o3hn18.png =999xauto)

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_17eazoq.png =840xauto)

Invoices are received by email and appear in the **Invoice Inbox**. Open the **Invoices** tab to validate invoices or delete them using the **trash icon**.

|| Note: Invoices in the Invoice Inbox are not yet part of the approval list.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_11kr4ln.png =1014xauto)




1. Open the invoice from the **Invoice Inbox**.
2. Review the invoice number, date, amounts, and supplier.
3. Review or add the required line items and accounting information.
4. Complete all required fields.
5. Click **Save**.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_i529m6.png =1108xauto)



###### [Match an Invoice to a P.O.](https://help.digitalpurchaseorder.com/en/article/how-to-match-an-invoice-to-a-po-u7kwkf/)

|| Note: If your DPO book does not use P.O. matching, you can skip this step.

1. If your DPO book uses **P.O. matching**, you can link invoice items to the corresponding P.O. items. 

2. Go to **Invoices → Matching Screen** and select an invoice.
3. Select the relevant P.O. item and create the link.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_1gujmyn.png =1040xauto)




2. In the **review screen**, check the linked items and confirm with **“Link Invoice to Item”** or **“Link Invoice and Close P.O. item”**.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_1vgcs7z.png =965xauto)




3. Finally, the invoice is sent to the **approval workflow**. 

* With **automatic approval**, this happens automatically once fully matched
* With **manual approval**, it is sent by clicking **“Send for approval”**. The invoice then follows the defined approval chain.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_kznh2x.png =1048xauto)



###### [Create Your First Expense](https://help.digitalpurchaseorder.com/en/article/how-to-upload-expenses-gif4lt/)


Use the **Expenses Inbox** to upload and process receipts.

1. Go to the **Expenses Inbox**.
2. Upload your receipts using the browser or DPO app.
3. Review and validate the receipt information.
4. Select the receipts you want to include.
5. Click **Create Topsheet**.

||| Important: Expenses cannot be created for other users. Each expense entry belongs only to the logged-in user, and the settlement is processed under the name of that user’s profile.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_f5jhwi.png =1102xauto)


###### [Review Your Expense Topsheet](https://help.digitalpurchaseorder.com/en/article/managing-expenses-and-topsheets-eyy6hp/)

Before sending a Topsheet for approval, review the included entries and complete any required information.

You can use:
* **Reviewer Mode** – Review and complete multiple entries in a spreadsheet-style view.
* **Edit Mode** – Review and edit individual entries in detail.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_mnrd7o.png =1077xauto)




2. For faster review, you can use **reviewer mode**, which allows you to apply multiple values column-wise, similar to Excel. 


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_hettrs.png =1017xauto)




3. Once the Topsheet is complete, click **Send Expenses to Approval**.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_i06xid.png =1033xauto)


###### [Review Your Approvals](https://help.digitalpurchaseorder.com/en/article/how-to-use-the-approval-list-1apbugb/)

Items that require your approval are displayed in the **Approval List**.

You can switch between:
* **P.O.s**
* **Invoices**
* **Expenses**



![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_1us7jtl.png =1148xauto)



**Approve Purchase Orders**

Under **P.O. Approvals**, you’ll find all purchase orders awaiting your approval. Open a P.O., review the items, add account codes if needed, and **approve**, **decline**, or **send it back**. Once completed, the list will be empty.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_5jmbtc.png =1040xauto)




**Approve Invoices**

Open the **invoice**, review line items, linked **P.O.s**, and account codes if needed, then **approve** or **decline**. You can optionally add a comment. Once completed, the list will be empty.



![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_1ciopi0.png =1091xauto)




**Approve Expenses**

Open the **expense topsheet**, review line items and **account codes** if needed (optionally using **reviewer mode**), then **approve** or **decline**. You may add a comment. Once completed, the list will be empty.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_1djjs4i.png =1049xauto)


### You're Ready to Work in DPO


You've now covered the basic DPO workflow:
**Create a P.O. → Process an Invoice → Match it to a P.O. (if applicable) → Create an Expense → Review & Approve**

For more detailed instructions, explore the individual guides for **P.O.s, Invoices, Expenses, Matching, and Approvals** in the DPO Knowledge Base.


${color}[#0d5068](**Questions or need help?**)
*Our customer support is always available to help with any questions or setup assistance*

**Contact us**
**Email**: [support@digitalpurchaseorder.com](mailto:support@digitalpurchaseorder.com)
Support: +1 888 376 7254
Support Int'l: +44 20 331 88 338
Berlin Office: +49 (0)30 55 572 5956

[Or book a personalized support call](https://calendly.com/d/gpk-ppc-rjg)
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